CIK: 0001715740
申报总市值
US$26.0亿
仅显示前 200 大持股（共 1164 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | 股票-能源 | 12.18% | +1.26% | +13.09% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.51% | -0.43% | +8.52% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 5.21% | -0.40% | +34.08% | |
| 4 | FIXD | First Trust Smith Opportunis | ETF-其他 | 5.16% | — | +9.18% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 4.20% | — | +11.05% | |
| 6 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型股与成长 | 3.63% | — | +9.32% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.38% | — | +2443.24% | |
| 8 | FLCB | Franklin U.s. Core Bond ETF | ETF-其他 | 3.29% | — | +9.63% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.73% | -0.21% | +7.88% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 2.51% | +0.33% | +12.36% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 2.38% | — | -23.74% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.19% | — | +28.05% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 2.12% | — | +7.81% | |
| 14 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 1.80% | — | +13.10% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.42% | — | +21.97% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 1.27% | — | +13.64% | |
| 17 | AAPL | Apple INC | 股票-科技 | 1.01% | -0.14% | +14.00% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.17% | +18.38% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 0.82% | — | +13.56% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工业 | 0.80% | -0.15% | +14.36% | |
| 21 | QSR | Restaurant Brands Intern | 股票-周期性消费 | 0.79% | — | +12.48% | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 0.77% | +0.32% | +17.92% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.76% | — | +15.30% | |
| 24 | PFE | Pfizer INC | 股票-医疗保健 | 0.73% | +0.06% | +16.09% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.72% | +0.11% | +17.52% | |
| 26 | DUK | Duke Energy CORP | 股票-公用事业 | 0.72% | — | +15.06% | |
| 27 | D | Dominion Energy INC | 股票-公用事业 | 0.71% | — | +14.61% | |
| 28 | VZ | Verizon Communications INC | 股票-通信服务 | 0.70% | +0.11% | +18.24% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | -0.34% | +14.86% | |
| 30 | CAT | Caterpillar INC | 股票-工业 | 0.68% | — | +19.51% | |
| 31 | GILD | Gilead Sciences INC | 股票-医疗保健 | 0.68% | — | +14.45% | |
| 32 | CCI | Crown Castle INC | 股票-房地产 | 0.67% | — | +16.71% | |
| 33 | PNC | Pnc Financial Services Group | 股票-金融 | 0.67% | — | +19.68% | |
| 34 | BLKCHF | Blackrock INC | 股票-其他 | 0.67% | — | +14.38% | |
| 35 | CSCO | Cisco Systems INC | 股票-科技 | 0.66% | — | +19.13% | |
| 36 | TFC | Truist Financial CORP | 股票-金融 | 0.62% | — | +24.39% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | — | +29.64% | |
| 38 | KEY | Keycorp | 股票-金融 | 0.59% | — | +7.22% | |
| 39 | USB | US Bancorp | 股票-金融 | 0.56% | — | +18.14% | |
| 40 | T | At&t INC | 股票-通信服务 | 0.55% | — | +19.15% | |
| 41 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.55% | — | +26.80% | |
| 42 | ORI | Old Republic Intl CORP | 股票-金融 | 0.54% | — | +19.44% | |
| 43 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.52% | +0.07% | +15.67% | |
| 44 | HON | Honeywell International INC | 股票-工业 | 0.51% | — | +16.41% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.47% | -0.13% | +2142.86% | |
| 46 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.44% | — | +17.26% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.41% | — | +15.52% | |
| 48 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.41% | — | +22.29% | |
| 49 | AMGN | Amgen INC | 股票-医疗保健 | 0.41% | — | +18.47% | |
| 50 | HD | Home Depot INC | 股票-周期性消费 | 0.40% | — | +20.05% |